Sowell Financial Services’s BJs Wholesale Club BJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Sell	2,172 -194	-8%	-$18.7K	0.01%	1015
2025 Q4	$213K	Buy	+2,366	New	+$217K	0.01%	1003
2025 Q3	–	Sell	-4,348	Closed	-$469K	–	1082
2025 Q2	$469K	Sell	4,348 -184	-4%	-$21K	0.02%	627
2025 Q1	$517K	Buy	+4,532	New	+$467K	0.02%	576
2021 Q2	–	Sell	-99	Closed	-$5K	–	784
2021 Q1	$5K	Sell	99 -606	-86%	-$25.4K	﹤0.01%	2580
2020 Q4	$26K	Buy	705 +582	+473%	+$23.3K	﹤0.01%	1624
2020 Q3	$5K	Buy	123 +35	+40%	+$1.45K	﹤0.01%	1978
2020 Q2	$3K	Sell	88 -87	-50%	-$2.67K	﹤0.01%	2027
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	1870
2019 Q4	$4K	Hold	175	–	–	﹤0.01%	1946
2019 Q3	$5K	Buy	+175	New	+$4.36K	﹤0.01%	1745